FPFS
BTZ icon

First Personal Financial Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

First Personal Financial Services’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30
Closed – – 334
2021
Q4 		$0 Buy
+30
New +$453 ﹤0.01% 343

Other funds holding BTZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Personal Financial Services's BTZ Position: Q1 2022 in Review

First Personal Financial Services sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2022, closing a stake of 30 shares.

First Personal Financial Services first reported a position in BTZ in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2022.

  • First Personal Financial Services reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2022 after selling out during the quarter.
  • First Personal Financial Services sold 30 BlackRock Credit Allocation Income Trust shares in Q1 2022.
  • First Personal Financial Services first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and held it in 1 quarter.
  • First Personal Financial Services's BlackRock Credit Allocation Income Trust position peaked at $0 in Q4 2021.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2022.

Based on First Personal Financial Services's 13F filing for Q1 2022, filed 2 May 2022.